July 19, 2024 By Steve Blumenthal "Excellence is never an accident. It is always the result of high intention, sincere effort, and intelligent execution; it represents the wise choice of many alternatives. Choice, not chance, determines your destiny." - Dr. Aristotle There is good [...]Read More >
CMG Mauldin Smart Core Quarterly Conference Call – 4Q 2021 - 01-26-2022
January 20, 2022 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:25): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (10:40): Interview with Steve [...]Read More >
CMG Mauldin Smart Core Quarterly Conference Call – 3Q 2021 - 10-29-2021
October 21, 2021 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:34): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (14:30): Interview with Brian Sanborn, [...]Read More >
CMG Mauldin Smart Core Quarterly Conference Call – 2Q 2021 - 07-26-2021
July 20, 2021 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:40): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (18:22): Interview with Clint Pekrul, [...]Read More >
CMG Mauldin Smart Core Quarterly Conference Call – 1Q 2021 - 04-21-2021
April 15, 2021 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:40): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (12:52): Interview with Steve [...]Read More >
CMG Mauldin Smart Core Quarterly Conference Call – 4Q 2020 - 01-20-2021
January 12, 2021 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:47): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (13:15): Interview with CMG [...]Read More >
CMG Mauldin Smart Core Quarterly Conference Call – 3Q 2020 - 10-20-2020
October 13, 2020 Hosted by: Brian Schreiner Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:58): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (16:54): Interview with CMG [...]Read More >
CMG Mauldin Smart Core Quarterly Conference Call – 2Q 2020 - 07-22-2020
July 20, 2020 Hosted by: Brian Schreiner, Senior Vice President, Private Wealth Group, CMG Capital Management Group Segment 1 (03:45): Interview with John Mauldin, Chief Economist & Co-Portfolio Manager, CMG Capital Management Group Segment 2 (13:42): Interview with CMG Mauldin [...]Read More >
Virtual Strategic Investment Conference 2020: Returning to the New Normal – John Mauldin, David Bahnsen, Louis Gave & Mark Yusko - 07-20-2020
Virtual Strategic Investment Conference 2020 Panel Discussion: Returning to the New Normal - John Mauldin, David Bahnsen, Louis Gave and Mark Yusko (Moderator: Karen Harris) The notes below are a transcription of the panel discussion. Please forgive any typographic or grammatical [...]Read More >
Virtual Strategic Investment Conference 2020: Notes from Interview of Ian Bremmer - 07-13-2020
Virtual Strategic Investment Conference 2020 Interview of Ian Bremmer by Jared Dillian Please note: A substantial portion of the notes below are a transcription of the interview. Please forgive any typographic or grammatical errors. On Friday, May 15, 2020, Mauldin Economics’ Jared Dillian [...]Read More >
Virtual Strategic Investment Conference 2020: Notes from Interview of Karen Harris - 07-7-2020
Virtual Strategic Investment Conference 2020 Interview of Karen Harris by Ed D'Agostino Please note: Please forgive any typographic or grammatical errors. Karen Harris is Managing Director, Macro Trends Group at Bain & Company, a global consulting firm. Karen spoke about the impact of this [...]Read More >
Virtual Strategic Investment Conference 2020: Notes from Interview of Neil Howe - 07-7-2020
Virtual Strategic Investment Conference 2020 Interview of Neil Howe by John Mauldin Please note: Please forgive any typographic or grammatical errors. I believe you’ll walk away with a number of insights from John Mauldin’s conversation with historian, economist, and author, Neil Howe, at this [...]Read More >
Virtual Strategic Investment Conference 2020: Notes from Jim Bianco’s Presentation - 06-19-2020
Virtual Strategic Investment Conference 2020 Notes from James Bianco's Presentation (May 13, 2020) Please forgive any typographic or grammatical errors. From Steve: As you read, keep in mind Jim’s pivot this week from bear to bull on the stock market has nothing to do with the economic challenges [...]Read More >
Virtual Strategic Investment Conference 2020: Notes from Felix Zulauf Interview - 06-12-2020
Virtual Strategic Investment Conference 2020 Discussion of Felix Zulauf (Zulauf Asset Management AG) and Grant Williams (author of Things That Make You Go Hmmm...) Please note: Please forgive any typographic or grammatical errors. Following are my high-level bullet point notes from Felix Zulauf’s [...]Read More >
Virtual Strategic Investment Conference 2020: Notes from Leon Cooperman Interview - 06-12-2020
Virtual Strategic Investment Conference 2020 Interview of Leon Cooperman (Omega Family Office) by David L. Bahnsen (founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a private wealth management firm) Please note: The following is a transcription of the audio interview. [...]Read More >